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PFA
Pillar Financial Advisors Portfolio holdings
AUM
$191M
1-Year Est. Return
21.21%
This Fund
S&P 500
This Quarter
Est. Return
-1.56%
1 Year Est. Return
+21.21%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$131M
AUM Growth
–
Cap. Flow
+$134M
Cap. Flow
% of AUM
102.48%
Top 10 Holdings %
Top 10 Hldgs %
73.03%
Holding
116
New
116
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Dimensional US Small Cap ETF
DFAS
|
+$17.1M |
| 2 |
DFUS
Dimensional US Equity ETF
DFUS
|
+$15.8M |
| 3 |
Dimensional US Marketwide Value ETF
DFUV
|
+$15.1M |
| 4 |
Dimensional International Core Equity 2 ETF
DFIC
|
+$12M |
| 5 |
Dimensional Ultrashort Fixed Income ETF
DUSB
|
+$9.52M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 0.76% |
| 2 | Healthcare | 0.17% |
| 3 | Utilities | 0.1% |
| 4 | Technology | 0.09% |
| 5 | Real Estate | 0.06% |
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Pillar Financial Advisors's Q4 2024 Portfolio in Review
Q4 2024 is the first quarter with a 13F filing on record for Pillar Financial Advisors, which disclosed 116 positions worth $131M. Its ten largest holdings account for 73% of the portfolio.
Its largest position is Dimensional US Small Cap ETF: 255,825 shares worth $16.6M.
By sector, the portfolio is most concentrated in Financials at 0.76% of assets, followed by Healthcare and Utilities.
- Pillar Financial Advisors's largest Q4 2024 buy was Dimensional US Small Cap ETF: 255,825 shares worth $16.6M.
- Pillar Financial Advisors's ten largest holdings make up 73% of its $131M portfolio in Q4 2024.
- Pillar Financial Advisors disclosed 116 positions in Q4 2024, its first 13F filing on record.
Based on Pillar Financial Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.